Unclaimed
Michael Bonaguro is an investment professional with over 12 years of experience in the financial industry. Michael is currently registered as a securities representative and general securities principal with Citigroup Global Markets Inc. Michael has a strong track record of success in the financial services industry, and has worked for a variety of firms, including BNY Mellon Capital Markets, LLC, Mizuho Securities USA LLC, and Deutsche Bank Securities Inc. Michael specializes in providing investment advice and portfolio management services to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Michael is also skilled in asset allocation and financial planning, and is committed to providing his clients with personalized and comprehensive financial solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
09/02/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
01/22/2021 - 08/17/2022
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NY
08/09/2019 - 06/02/2020
MIZUHO SECURITIES USA LLC (NEW YORK NY)
NY
02/26/2019 - 08/13/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
PA
10/02/2018 - 12/14/2018
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
NY
05/07/2014 - 03/02/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/16/2012 - 04/24/2014
SCOTIA CAPITAL (USA) INC. (NEW YORK NY)
NY
07/27/2010 - 08/10/2012
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2017
Series 3 - National Commodity Futures Examination
BC
Issued 09/30/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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